Concierge Banker/Administrative Assistant

About Company:

We hire passionate people who care about making things happen for our customers, our team, and themselves. 

If our employees are successful, we all win. Our customers win, our community wins, and most of all, you become your best self. This is why we offer training, mentoring and a fun, diverse culture focused on teamwork, respect and service excellence. 

• Health, dental, vision, disability, and life insurance
• Competitive compensation and generous paid time off
• Retirement plan with stock ownership
• Employee Assistance Plan (EAP)
• Corporate wellness program
• 401k – contribute 4% or more and we’ll contribute 8.6% of your compensation

VeraBank is a community-minded, customer-focused bank with over 40 locations across 15 counties in East, Central and Southeast Texas and over $4 billion in assets.

Three Rules for Working at VeraBank

At VeraBank we like to keep it simple, but simple doesn't mean unimportant, the opposite in fact. Our identity, culture, and brand behaviors are guided by three simple rules ...

1. Work hard.
2. Do the right thing.
3. Don't be a jerk.

About the Role:

The Concierge Banker/Administrative Assistant plays a pivotal role in delivering exceptional customer service while supporting the operational efficiency of the banking branch. This position combines client-facing responsibilities with essential administrative tasks to ensure a seamless banking experience for customers. The successful candidate will act as a trusted point of contact, assisting clients with their banking needs, providing product information, and facilitating transactions. Additionally, they will manage administrative duties such as scheduling, record keeping, and coordinating communications to support branch staff. Ultimately, this role contributes to building strong client relationships and maintaining the smooth functioning of daily branch operations.

Minimum Qualifications:

• High school diploma or equivalent required; associate degree or higher preferred.
• Previous experience in customer service or administrative support, preferably within a financial institution.
• Basic knowledge of banking products, services, and regulatory requirements.
• Proficiency with standard office software such as Microsoft Office Suite.
• Strong communication and interpersonal skills.

Preferred Qualifications:

• Experience working as a concierge banker or in a similar client-facing banking role.
• Familiarity with banking software and customer relationship management (CRM) systems.
• Ability to handle confidential information with discretion and professionalism.
• Additional certifications related to banking or administrative assistance.
• Bilingual abilities to support a diverse client base.

Responsibilities:

• Greet and assist customers promptly, addressing their banking inquiries and providing tailored solutions.
• Process routine banking transactions accurately, including deposits, withdrawals, and payments.
• Support branch staff by managing appointment scheduling, correspondence, and document preparation.
• Maintain organized records and ensure compliance with banking policies and procedures.
• Collaborate with team members to identify opportunities for enhancing customer service and operational workflows.

Skills:

The required skills enable the Concierge Banker/Administrative Assistant to effectively engage with customers, understand their needs, and provide accurate information about banking products and services. Strong communication and interpersonal skills facilitate building trust and rapport with clients, enhancing their overall experience. Proficiency in office software and banking systems ensures efficient handling of administrative tasks, such as scheduling and record keeping, which supports branch operations. Preferred skills like familiarity with CRM systems and bilingual capabilities further enhance the ability to serve a diverse clientele and streamline customer management. Together, these skills contribute to a well-rounded professional who can balance client service excellence with operational support.